Jared Stuart Weiner
Financial advisor at Pathstone · Newtown Square, PA
Last updated 2026-10-10
Claim your profileJared Stuart Weiner is a financial advisor at Pathstone in Newtown Square, PA, CRD 4552394. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-04-12.
Registration
- CRD number
- 4552394
- Registration status
- Active
- IAPD registration
- 2004-04-12
- Industry Experience
- 22 years
- Work Experience
- 22 years
- States registered
- PA
Licenses and exams
- Series 63
- Series 65
Work history
- 2004-04 to 2023-09 · Veritable, LP · Newtown Square, PA
- 2023-09 to Present · Pathstone · Newtown Square, PA
Current employment
- Pathstone · Englewood, NJ
Pathstone
- Regulatory AUM
- $110,295,873,738
- Registered advisors
- 205
- Offices
- 46
- Clients per advisor
- 10.9 (Low)
- Average AUM per client
- $49.2M (Moderate)
- High-net-worth client ratio
- 81.7% (High)
About
Jared Stuart Weiner is a financial advisor at Pathstone in Newtown Square, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 22 years of reported work history. Reported roles include Veritable, LP.
SEC disclosures list additional business and community activities: ?name Of The Other Business: Archean Capital Partners Ii.
Pathstone's firm-level Form ADV reports 205 advisors across 46 offices; approximately 10.9 clients per advisor, average assets per client of $49,151,459, and regulatory AUM of $110.3B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Pathstone on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Other Business Is Primary Business
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
6022 West Chester Pike, Newtown Square, PA 19073
26 advisors at this office.
Contact
The firm's filed contact details.
Official record
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